BWP
MFA

Baldwin Wealth Partners’s MFA Financial MFA Stock Holding History

Baldwin Wealth Partners’s Portfolio MFA Stock Details MFA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-25
Closed -$1K – 528
2016
Q3 		$1K Hold
25
– – ﹤0.01% 521
2016
Q2 		$1K Hold
25
– – ﹤0.01% 447
2016
Q1 		$1K Buy
+25
New +$656 ﹤0.01% 478

Other funds holding MFA

TIM
Thornburg Investment Management Santa Fe, New Mexico $9.63B AUM 35.65% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Baldwin Wealth Partners's MFA Position: Q4 2016 in Review

Baldwin Wealth Partners sold out of MFA Financial (MFA) in Q4 2016, closing a stake of 25 shares — an estimated $1K sold.

Baldwin Wealth Partners first reported a position in MFA in Q1 2016 and held it in 3 quarters. The position peaked at $1K in Q3 2016. 271 funds tracked by Wall St. Rank hold MFA as of Q4 2016.

  • Baldwin Wealth Partners reported no remaining MFA Financial position as of Q4 2016 after selling out during the quarter.
  • Baldwin Wealth Partners sold 25 MFA Financial shares in Q4 2016, an estimated $1K.
  • Baldwin Wealth Partners first reported a position in MFA Financial in Q1 2016 and held it in 3 quarters.
  • Baldwin Wealth Partners's MFA Financial position peaked at $1K in Q3 2016.
  • 271 funds tracked by Wall St. Rank held MFA Financial as of Q4 2016.

Based on Baldwin Wealth Partners's 13F filing for Q4 2016, filed 10 Jan 2017.